[Healinic Wellness Solutions]

How to Automatically Filter Incoming E-mails in Microsoft Outlook (Gold)

How to Automatically Filter Incoming Emails in Microsoft

Outlook Storyboard (Gold)

Business Purpose

Healinic Wellness Solutions faces the challenge of handling a large

influx of emails from various sources such as customers, partners,

and colleagues. Recent survey results indicate that team members

are concerned about effectively managing this high volume of

emails, as there is a risk of overlooking critical messages that could

have a significant impact on the business.

To alleviate this concern, upper management has taken the

initiative to address the issue. They have decided to create a

microlearning video specifically designed for Healinic Wellness

team members. The primary objective of this video is to

demonstrate a simple yet highly effective method for automatically

filtering incoming emails within the Microsoft Outlook system that

the team currently utilizes.

By implementing this method showcased in the video, team

members will be able to streamline their email management

process, making it more efficient, organized, and ultimately easier

to handle the large volume of emails they receive on a daily basis.

Target Audience

The target audience for this video is Healinic Wellness Solutions

team members who have specifically expressed concerns about

effectively handling the large volumes of daily emails in the recent

company survey.

Seat Time

7 minutes. This amount of time will provide learners with sufficient

time to actively engage with the content, attentively listen to the

information presented, and observe the visuals. Additionally, this

duration allows learners to reflect upon the video's content and

internalize the key concepts effectively.

[Healinic Wellness Solutions]

How to Automatically Filter Incoming E-mails in Microsoft Outlook (Gold)

Video

Recommendation

To optimize the viewing and learning experience for Healinic

Wellness team members:

 The microlearning video should be accessible through the

company's learning management system (LMS). This

ensures easy access and centralized availability for all team

members.

 Schedule a dedicated "quiet time" during a team meeting or

a specified period for team members to watch the video

without distractions. This encourages focused engagement

and allows for immediate discussion and reflection.

 Prior to the video's release, send a clear and informative

email or announcement to all team members, emphasizing

the video's relevance and importance. Include instructions

on how and when to access the video through the LMS.

 Provide learners with job-aid or reference material that

summarizes the key steps for automatically filtering emails

in Microsoft Outlook. This resource serves as a reminder

and can be referenced later for implementation and

troubleshooting.

Deliverables

 1 storyboard outlining the How to Automatically Filter Incoming

Emails in Microsoft Outlook microlearning video

 1 microlearning video

 One (1) job Aid that outlines the steps for how to automatically

filter incoming emails in Microsoft Outlook

Learning Objectives

Upon completion of this video, the learner will be able to:

 Demonstrate the ability to sort incoming email senders into

groups.

 Create group folders within the email system.

 Implement an automatic email filtering system to

automatically sort incoming messages based on the sender.

[Healinic Wellness Solutions]

How to Automatically Filter Incoming E-mails in Microsoft Outlook (Gold)

Video Outline

Welcome/Introduction

 Title of video

 State the topic of the video

Step 1: Log in to Microsoft Outlook

 What to do after logging in to Microsoft Outlook

 How to categorize e-mail senders in your Inbox

Step 2: Create group folders

 How to create new group folders

 How to name new group folders

Step 3: Set up E-mail Sweeps

 How to select e-mail senders to sweep

 How to locate the ‘Sweep’ button

 How to set up e-mails to automatically sweep into group folders

Step 4: Seeing results in real time

 How to verify messages were filtered correctly

Step 5: Conclusion/Video Wrap-Up

 Restate the purpose of the video

 End with a positive message to encourage learners as they

incorporate these practices for automatic email filtering in

Microsoft Outlook into their daily work routines

Assessment Plan

Learners will be assessed on their knowledge of the concepts presented

in this video via workplace observations of their ability to successfully

implement automatic e-mail filtering in Microsoft Outlook.

Evaluation of Success

 Pre-/post-training surveys of learners rating their overall confidence

level with implementing automatic email filtering in Microsoft

Outlook

 Post-video survey of learners rating their overall experience viewing

the video

 Team members’ success rates in implementing practices from the

video

 The consistency with which team members utilize the practices

outlined in the video